ISHARES TR's ticker is IGM and the CUSIP is 464287549. A total of 247 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.68 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,772,499 | -6.9% | 9,871 | -4.3% | 0.05% | -3.8% |
| Q2 2023 | $4,053,240 | +11.8% | 10,317 | -3.5% | 0.05% | +17.8% |
| Q1 2023 | $3,626,991 | -17.2% | 10,689 | -31.7% | 0.04% | -29.7% |
| Q4 2022 | $4,379,480 | +5.3% | 15,641 | +3.9% | 0.06% | -4.5% |
| Q3 2022 | $4,159,000 | +2.9% | 15,048 | +50.4% | 0.07% | -6.9% |
| Q2 2021 | $4,042,000 | +35.3% | 10,005 | +20.8% | 0.07% | +22.0% |
| Q1 2021 | $2,987,000 | +28.1% | 8,279 | +24.2% | 0.06% | +9.3% |
| Q4 2020 | $2,331,000 | +75.5% | 6,665 | +55.0% | 0.05% | +42.1% |
| Q3 2020 | $1,328,000 | – | 4,300 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stuart Chaussee & Associates, Inc. | 46,458 | $18,753,000 | 29.22% |
| Brouwer & Janachowski, LLC | 163,913 | $66,163,000 | 11.54% |
| Mathes Company, Inc. | 33,663 | $13,588,000 | 5.04% |
| GM Advisory Group, LLC | 122,292 | $49,363,000 | 4.98% |
| Legacy Financial Strategies, LLC | 26,085 | $10,529,000 | 4.95% |
| Apexium Financial, LP | 14,463 | $5,838,000 | 3.37% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 165,149 | $66,662,000 | 3.26% |
| Equitable Holdings, Inc. | 463,650 | $187,152,000 | 3.19% |
| BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 68,231 | $27,541,443 | 3.14% |
| Destination Wealth Management | 163,722 | $66,086,000 | 2.57% |